The Jeffrey Matthews Financial Group, L.L.C.
Firm details
- Headquarters
- Florham Park, New Jersey
- CRD number
- 41282
- Registered since
- November 27, 1996
- Website
- www.jeffreymatthews.com
Firm profile
FINTRXOverview
The Jeffrey Matthews Financial Group, L.L.C. is listed as a limited liability company that has been SEC-registered since 1996 and is owned by an individual. FINTRX classifies the firm as "Unclassified" and the database contains minimal descriptive detail about its advisory activities, client types, fee model, or allocation preferences. The profile indicates the firm does not identify as an active ESG investor, is not a multi-state adviser in FINTRX’s data, and is not recorded as a capital allocator or pension consultant.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Louis Almerini
Chief Financial OfficerCRD 1605183
Maria Tsalis
Independent ContractorCRD 1946496
Jeffrey Halpert
President, CEOCRD 2072459
Contacts
3 of 33Charles Bailey
Registered RepresentativeCRD 719858
John Simpson
Executive Vice PresidentCRD 2510597
Chadwick Carrick
Vice President, InvestmentsCRD 3093870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Florham Park, NJ
Morris
Location
Florham Park, NJ
Headquartered in Florham Park, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 30 B Vreeland Rd
- Time zone
- ET (UTC-5)
- Office locations
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